If you do not see the option to manage scheduled reports in Opera, you need to make sure you have the correct access rights. Follow the steps below to add reports to the schedule. In Opera, select Reports, then Manage Reports, then Manage...
PMI Knowledge base
List of all articles in the current, selected, category.
Getting started
Measuring productivity in food & beverage divisions
Revenue versus covers In the dynamic environment of hotel food & beverage (F&B) divisions, accurately measuring productivity is crucial for operational efficiency and profitability. Two common metrics used are revenue per labor hour...
How to populate history from Opera to PMI
To enable a smooth setup of PMI and import of history from Opera, the following files need to be pulled and sent to d2o: Report 1: Res_statistic 1 – This file should be run 1 time, and should have the date range of January 1st last year through...
How to do a manual PMS export from HotSoft
To manually send data to PMI for a specific date, go to the “Monitors” tab in the main menu and click on “GEX Console”.Select the interface you want to export data to, in this case PMI1, and the export date, and click Ok. HotSoft compiles the...
How to trigger a new Planday TKS export file
To trigger a new export in Planday, go to Settings > Portal settings section > Scheduled jobs The transfer runs on a schedule, specific for each portal. To trigger a "manual" transfer, the timemust be changed to a time in the near future. For...
How to set up an Opera reports export
PMI requires data from Opera on a daily basis. There is a possibility to set up automatic export from Opera. The different reports we require needs to be set up in Opera Scheduler. See the instructions below on each report that needs to be set up....
Monitor Incoming data – Import status
Import status provides an overview of your properties daily imports
Data elemets required for food cost import
This form explains what elements are required for food cost imports.[dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on" tbl_stripes_active="on" tbl_tcell_cell_align_horz="center" tbl_tcell_cell_align_vert="center"...
How to transfer data to PMI
There are 5 main options to transfer files/data to PMI. They are listed below in the preferred order: Webservices/API – If your system offers such service, please provide access information/credentials. SFTP Client – you upload the daily extract to...
How to do EMMA mapping
What is EMMA mapping? EMMA is a unified system used by hotels to encompass revenue management, property management, business analytics and more. All of the data imported from EMMA needs to be mapped to the correct department in PMI. This is done...
Step 2 – Set up and Integration
Below are some important actions that needs to be looked at as soon as possible for us to be able to setup PMI for your hotel. 1. Configuration Sheet This is for us to understand how your property is set up. Please fill in as soon as possible and...
PMI setup for a new property
When implementing PMI at your property there are several tasks that needs to be done. In this article we describe the process for these different steps to prepare the hotel. From step 1 to step 10 we calculate approximately 100 days but the...
How to do SAP labor cost mapping
What is SAP labor cost mapping? SAP stands for Systems Applications Products. It is an enterprise resource planning software that helps businesses manage their operations and processes effectively. The SAP labor cost is exported twice a month....
How to do RevPlan mapping
What is RevPlan? RevPlan is a system used by hotels that covers revenue management, property management, business analytics and more. All of the data imported from RevPlan needs to be mapped to the correct department in PMI. This is done when a...
Mapping rules explained
What are mapping rules? Mapping rules are designed to help users avoid the most common mapping errors by providing good and viable options. Predefined, generic mapping rules can prevent “Not Applicable” combinations such as mapping Room revenue to...
How to map accounts
What exactly is "mapping", particularly when it comes to mapping accounts? The Mapping module is where the revenue and occupancy data (room nights, guest nights, covers, etc.) from the various source systems is imported to PMI. Usually there is...
Upload Users to PMI
Under Administration and Upload there is a feature that enables you to download an excel sheet, add users credentials and upload to PMI. This is very useful should you need to add many users, for example when setting up a new property. The upload...
How to upload actuals, budget & forecast
What is the Data Upload Centre? The Data Upload Centre is a module that allows you to upload various types of data to PMI. This data includes: Budget & Forecast Upload Revenue Upload Room Nights, Guest Nights Upload Covers Upload Hours Upload...
Technical specification for data integration
Summary This document explains the secure one-way data feed from various source applications to PMI. More specifically, it outlines: which transaction applications (sources) are relevant to consider as data feed systems to PMI (target); what data...
PMI File Agent setup and documentation
Prior to installation: Send d2o the full path name to where source files are located, i.e. PMI File Outbox folder Filenames (according to agreed naming conventions) The above information needs to be sent to d2o in order for the PMI File Agent...
PMI API
For complete documentation and a list of all methods in the PMI API see: Integration API page Best practice documents: API best practice - get forecasted hours
TMS – Timeplan
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
TMS – Tidsbanken
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
TMS – Protime
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
TMS – PPE
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
TMS – Planday
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
TMS – Mirus
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
TMS – Kronos
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
How to use a timekeeping system (TKS) import in the Cockpit
If your property uses an external timekeeping system (TKS), that data needs to be connected to PMI. The incoming data from the TKS needs to be assigned to the correct section in PMI, where it can then be seen in the cockpits. The way that the...
Data elements required from TKS
PMI is a productivity management tool which looks at the productivity per department in the hotel. PMI calculates the productivity by looking at the cost driver (typically revenue, room nights or covers) for the department. PMI then takes the cost...
Manual Export S&C – Opera
Night Audit from Opera to PMI This report are used to import S&C OTB.. It has to be executed AFTER Opera Night Audit is successfully completed. Report: Daily Catering Forecast (rep_ev_forecast) 1. Go to Miscellaneous and choose Reports 2. Enter...
Manual Export S&C – Delphi
Here are two SQL queries that can be used for Delphi S&C export. Both files are in Zipped format. File:Delphi Event.sql.zip File:Delphi OTB.sql.zip
Manual Export – Opera Scheduler
Report Scheduler: Schedule daily automatic run of the reports For certain release and license of Opera, a scheduling feature is possible to enable automatic execution at specified time(s). Below are the navigation steps.1. In Opera, select “PMS”2....
Data elements required from S&C
Why? The data set allows calculation of daily revenue forecast and optimal productivity as well as staffing level in PMI. What? The data set comprises of a daily snapshot of all sales and catering reservations recorded on the book for the next 365...
S&C – Delphi
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
RMS – Easy RMS
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
Data elements required from RMS
The table below shows the PMI data elements that need to be populated with values associated with corresponding data elements in the RMS application. There are two distinct sets of data needed from source RMS: RMS actuals and RMS reservations. Date...
Data elements required for hotel market report
In GM daily digest PMI can display the competitor benchmarking KPIs such as ranking of the property in the comp set, RGI, MPI and ARI. To be able to do this PMI needs a daily import from the hotel’s provider of this data. Below is a description of...
PMS – Skidata
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
PMS – Protel
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
PMS – Opera
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
PMS – Fidelio
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
PMS – Citybreak
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
How to map from an external timekeeping system
Mapping is the first step to connecting an external timekeeping system (TKS) to PMI. The incoming information from the TKS needs to be assigned to the correct section in PMI. It is very important to be clear what data the TKS will export to...
Manual Export PMS – Spirit Web
Procedure to print OTB figures from Spirit 1. Select the Report 2472. Mark the date line, and click the F3 key on your keyboard. 3. In the new image, select printing for 500 days.4. Mark To file line and click the F3 key on your keyboard. 5. Click...
Manual Export PMS – Protel
Night audit from Protel to PMI Report 1: Revenue 1. Log in to Protel, selectA. OfficeB. ReportC. 423 – Accounting Report (history)2. Select yesterday’s date in the fields “From time” and “To time”. If tonight is the night of 16.09.2006, the...
Manual Export PMS – Picasso
Night audit from Opera to PMI These reports (exports) have to be executed AFTER the Opera night audit is successfully completed. Report 1: Management Accounts (yesterday’s turnover) 1. Enter the Picasso Selector and select Management (F5) 2. Select...
How to do a manual PMS export from Opera
Night audit from Opera to PMI These reports (exports) have to be executed AFTER the Opera night audit is successfully completed. Report 1: Reservation Statistics 1 (res_statistics1) 1. Go to Miscellaneous and choose Reports 2. Enter...
Manual Export PMS – Fidelio
Night audit from Fidelio 6.1 to PMI These reports (exports) have to be executed AFTER the Fidelio night audit is successfully completed. Report 1: PMI Market Segment (MONTHFOR.DBF) 1. Open Fidelio List & Reports, chooseA. Reports andB....
Data elements required from PMS
The table below shows the PMI data elements required for PMI Revenue and Productivity (R&P) module. It shows the elements that we require from the source system PMS (Property Management System). Within PMS we import both actuals and...
Arrivals/Departures
The table below shows the PMI data elements required for PMI Revenue and Productivity (R&P) module regarding Arrivals & Departures. It shows the elements that we require from the source system PMS (Property Management System).Within PMS we...
POS – Vest Systempartner
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
POS – Squirrel
This is a section describing what is required for the implementation of new POS interfaces. [dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on" tbl_stripes_active="on" tbl_tcell_cell_align_horz="center"...
POS – RTP
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
POS – RMS
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
POS – Protel
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
POS – Opera
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
POS – Micros
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
POS – KDR Gold
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
POS – HSI
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
FRS – 2Book (SAAS only)
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
Data Spec POS import for F&B Analytics
This spec is for the new F&B Analytics module only. Some elements may not be valid for all properties, like segment, then ignore that.[dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on" tbl_stripes_active="on"...
Data elements required from POS
This is a section describing what is required for the implementation of new POS interfaces. For existing interfaces please visit the detailed description of these interfaces. The implementation of using actual covers is optional for POS...
Data elements required from TRS
This form explains the table reservation data we need in PMI for its daily cover forecasting algorithms. Its purpose is to help experts find the precise data points (fields) to extract from a table reservation system. Preferably, the daily...
Manual Export AMS – Visma
For import of Actual figures from Visma into PMI Planning P&L It is advised to use the format .csv if possible and otherwise Excel will suffice.Steps of pulling a Visma report Regnskap/Accounting Bilagssøk/Verifications...
Data elements required from AMS
The table below shows the PMI data elements required for PMI Planning module. Corresponding data elements must be identified and included in the export routine that is to be set up in the accounting management system (or ledger/ERP). The extract...
PMS – Cenium
The table below shows the PMI data elements required for PMI R&P module. Corresponding data elements must be identified and included in the export routine that is to be set up in PMS. There are two distinct sets of data needed from the source...
PMI API Best Practice Get Forecasted hours
Property Management Integration Guide Most requests to the PMI API require a property ID (guid) or a chain ID, which will be part of the URL. These IDs will be provided by d2o. In the following examples, we will use the chain ID...